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20121201
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. if apple gets approval for the china mobile contract, and the television, the smart television which are both expected, anticipated this year, we're looking for earnings this coming year of $50. $50 times 14 is $700 price target. we have a $720 price target, bill. so we've put apple, qualcomm, microsoft, oracle, and your big club stocks. all of those have done well this year. the big winners of this month, the banks have come on super strong. china ma and japan. and i think you can start to nibble a little on china and japan, as well. >> michael, is there an argument to be made that you don't want to touch stocks right now until you have some clarity on this fiscal cliff? just in case we see a big sell-off? >> there is, but i'll argue, too, that you're talking about $600 billion being sucked out of the economy next year. the s&p made $20 trillion. while we are looking at the fiscal cliff countdown, there is another countdown to new all-year highs when the dow is close to the prior peak around 600% from here. investors should be looking overseas. you want to look where there is no fis
on that point, the companies for stocks like tiffany's, what about aptitude in places like china in. >> overall when we see what's happening in china, so many new brands emerged in china, new companies on the luxury good fronts, and you've had the big conglomerates vogue down their rate and new store openings. watch profitability for luxury companies in 2013. >> okay. r.j., break it down. who do you like for next year? >> in addition to costco and amazon, i like some of the late cycle discretionary plays especially when we see the housing market improve, names like william sonoma and home depot, names that did a great job investing in the supply change, a name like american eagle stands out in that regard. those are probably our top picks heading into 2013. >> jay, what would you avoid? >> anything that's a commoditized retailer. you'll get killed by amazon and other low-cost providers, names like best buy, barnes & noble, any of the office guys. i think most of those names are dead in the water right now and definitely names to avoid at this point. >> dana, any names we missed from you? >> i t
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